Intuition
The banks were given billions of $US last year and most of this money found it's way into equities.
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I hear also that the banks in the USA, (can not be compared to our banks BTW), and companies in general are cashed up?!
http://online.wsj.com/article/NA_WSJ_PUB:SB10001424052748704312104575298652567988246.html
It is just fluff many sources are trying to sell. I just do not believe them. The reality is - toss a coin - there is 50% chance you will get it right. Just like anyone of us.
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